Latest Sutton Wealth Advisors Inc. Stock Portfolio
About Sutton Wealth Advisors Inc. and 13F Hedge Fund Stock Holdings
In it's latest 13F Holdings report, Sutton Wealth Advisors Inc. reported an equity portfolio of $203.3 Millions as of 30 Sep, 2023.
The top stock holdings of Sutton Wealth Advisors Inc. are FNDA, AAPL, VOO. The fund has invested 11.7% of it's portfolio in SCHWAB U.S. LARGE-CAP ETF and 6.5% of portfolio in APPLE INC COM.
The fund managers got completely rid off KELLANOVA COM (K), INGREDION INC COM (INGR) and LYFT INC CL A COM (LYFT) stocks. They significantly reduced their stock positions in ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF (AAXJ), ISHARES S&P SMALL-CAP 600 VALUE ETF (AGG) and TRIPADVISOR INC COM (TRIP). Sutton Wealth Advisors Inc. opened new stock positions in WISDOMTREE EMERGING MARKETS HIGH DIVIDEND FUND (AGZD), KENVUE INC COM and ISHARES IBONDS DEC 2028 TERM CORPORATE ETF (BGRN). The fund showed a lot of confidence in some stocks as they added substantially to INTERNATIONAL FLAVORS&FRAGRANC COM (IFF), UDR INC COM (UDR) and INVESCO S&P 500 TOP 50 ETF (CSD).
The top stock holdings of Sutton Wealth Advisors Inc. are FNDA, AAPL, VOO. The fund has invested 11.7% of it's portfolio in SCHWAB U.S. LARGE-CAP ETF and 6.5% of portfolio in APPLE INC COM.
The fund managers got completely rid off KELLANOVA COM (K), INGREDION INC COM (INGR) and LYFT INC CL A COM (LYFT) stocks. They significantly reduced their stock positions in ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF (AAXJ), ISHARES S&P SMALL-CAP 600 VALUE ETF (AGG) and TRIPADVISOR INC COM (TRIP). Sutton Wealth Advisors Inc. opened new stock positions in WISDOMTREE EMERGING MARKETS HIGH DIVIDEND FUND (AGZD), KENVUE INC COM and ISHARES IBONDS DEC 2028 TERM CORPORATE ETF (BGRN). The fund showed a lot of confidence in some stocks as they added substantially to INTERNATIONAL FLAVORS&FRAGRANC COM (IFF), UDR INC COM (UDR) and INVESCO S&P 500 TOP 50 ETF (CSD).
New Buys
| Ticker | $ Bought |
|---|---|
| wisdomtree emerging markets high dividend fund | 5,255,110 |
| kenvue inc com | 126,082 |
| ishares ibonds dec 2026 term corporate etf | 50,637 |
| ishares ibonds dec 2024 term corporate etf | 38,505 |
| ishares ibonds dec 2028 term corporate etf | 34,267 |
| ishares ibonds dec 2027 term corporate etf | 12,403 |
New stocks bought by Sutton Wealth Advisors Inc.
Additions
| Ticker | % Inc. |
|---|---|
| international flavors&fragranc com | 2,066 |
| invesco s&p 500 top 50 etf | 900 |
| ishares 3-7 year treasury bond etf | 826 |
| dominion energy inc com | 682 |
| willis towers watson plc ltd shs | 366 |
| sba communications corp new cl a | 358 |
| ishares ibonds dec 2025 term corporate etf | 233 |
| nasdaq inc com | 185 |
Additions to existing portfolio by Sutton Wealth Advisors Inc.
Reductions
| Ticker | % Reduced |
|---|---|
| schwab emerging markets equity etf | -70.63 |
| walgreens boots alliance inc com | -65.81 |
| ishares msci emerging markets etf | -61.87 |
| verizon communications inc com | -57.47 |
| hp inc com | -51.35 |
| at&t inc com | -43.07 |
| delta air lines inc del com new | -39.66 |
| vanguard ftse emerging markets etf | -38.82 |
Sutton Wealth Advisors Inc. reduced stake in above stock
Sold off
Sutton Wealth Advisors Inc. Holdings Map
This heatmap illustrates the top 50 positions within the fund's portfolio.
Current Stock Holdings of Sutton Wealth Advisors Inc.
Last Reported on: 08 Nov, 2023| Ticker | Namesorted descending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| FNDA | schwab u.s. large-cap etf | 11.71 | 470,392 | 23,801,900 | added | 0.9 | ||
Historical Trend of SCHWAB U.S. LARGE-CAP ETF Position Held By Sutton Wealth Advisors Inc.What % of Portfolio is FNDA?:Number of FNDA shares held:Change in No. of Shares Held: | ||||||||
| AAPL | apple inc com | 6.48 | 76,979 | 13,179,600 | added | 1.24 | ||
| VOO | vanguard s&p 500 etf | 6.07 | 31,419 | 12,338,300 | added | 5.75 | ||
| LECO | lincoln elec hldgs inc com | 4.18 | 46,770 | 8,502,320 | unchanged | 0.00 | ||
| AGG | ishares russell 1000 etf | 3.55 | 30,697 | 7,211,030 | reduced | -0.91 | ||
| ABBV | abbvie inc com | 2.80 | 38,197 | 5,693,650 | added | 1.03 | ||
| AGG | ishares russell midcap etf | 2.67 | 78,343 | 5,425,260 | added | 1.14 | ||
| AGZD | wisdomtree emerging markets high dividend fund | 2.58 | 140,211 | 5,255,110 | new | |||
| AGG | ishares core s&p small cap etf | 2.58 | 55,489 | 5,234,250 | added | 9.22 | ||
| SPY | spdr s&p 500 etf trust | 2.31 | 10,964 | 4,686,930 | added | 0.38 | ||
| AGG | ishares cohen & steers reit etf | 2.30 | 93,153 | 4,672,560 | added | 4.34 | ||
| MSFT | microsoft corp com | 2.21 | 14,251 | 4,499,790 | added | 3.67 | ||
| FNDA | schwab u.s. small-cap etf | 2.10 | 102,888 | 4,261,600 | reduced | -3.07 | ||
| JNJ | johnson & johnson com | 1.66 | 21,638 | 3,370,140 | reduced | -1.89 | ||
| MCD | mcdonalds corp com | 1.61 | 12,428 | 3,274,040 | reduced | -1.00 | ||
| ABT | abbott labs com | 1.52 | 31,989 | 3,098,140 | reduced | -1.19 | ||
| BX | blackstone inc com | 1.49 | 28,176 | 3,018,820 | added | 4.33 | ||
| GOOG | alphabet inc cap stk cl a | 1.36 | 21,185 | 2,772,270 | added | 2.55 | ||
| ADP | automatic data processing inc com | 1.30 | 11,015 | 2,649,990 | added | 0.19 | ||
| CVX | chevron corp new com | 1.19 | 14,322 | 2,414,970 | added | 0.83 | ||
